Trustees’ Annual Report for the period
From 01/07/2022 Period start date To 30/06/2023
Period end date
Charity name: Woolmer Forest Lions Club
Charity registration number: 1174890
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Advancement of citizenship/promoting the voluntary sector/community participation/ relief of poverty/ advancement of health/ promoting conservation |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Fundraising at local events/ providing manpower at local events/ aid to local people in need/ aid to national and international disaster/ local conservation/ recycling – spectacles, hearing aids, cans and batteries/ Message in a Bottle project |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees confirm regard for guidance issued |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Welfare committee recommendations followed by full member vote |
| Policy on social investment including program related investment |
Para 1.38 | Full membership vote |
| Contribution made by volunteers |
Para 1.38 | Attendance at monthly business meetings. Volunteer hours at events when available. Maintain recycling projects. Take on various committee and trustee roles. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | A very active year with fundraising events including: Santa Sleigh Xmas Tombola Easter Appeal Golf Day Car Park Marshalling Marie Curie Collection Community Lottery Scheme Support at local events including : Apple Tasting Day Hogmoor Enclosure The Shed Local Free Fun Day Local village Fayres Welfare support including: Local Foodbanks Hounds for Heroes Transplant Games Brain Tumour Research Beds and mattresses Laptops Carpeting Repatriation Message in a Bottle Support to local youngsters Wild Tribe Books Scouts support Martial Arts International Support for international appeals: Turkey Earthquake Ukrainian refugees Ukranian Hub Local environment: Litter pick Drinks can recycling Spectrek/ hearing aids/batteries |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
Most objectives achieved |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising activities achieved objectives set |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | In good standing |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | No reserves |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust Lions Club International Constitution |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Election at end of office term |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Woolmer Forest Lions Club |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1174890 |
| Charity’s principal address | 49 Thorpe Gardens Alton Hants GU34 2BQ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| John Lewis | President | |||
| Joanne Wilson | Secretary | |||
| Richard Balchin | Vice President | |||
| Alistair Gallon | Treasurer | |||
| Victor Machin | ||||
| AnthonyVaus | ||||
| Nigel Gray | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity None
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Joanne Wilson
Position (eg Secretary, Secretary Chair, etc)
Date
15/10/2023
Charity Name No (if any) Woolmer Forest Lions Club 1174890 Receipts and payments accounts CC16a For the period Period start date Period end date To from 7/1/2022 6/30/2023
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts 10,061 - - - - - - - 10,061 - - Sub total - Total receipts 10,061 A3 Payments Charitable donations 11,311 Fund raisingexpenses 2,472 - - - - - - - Sub total 13,783 - - Sub total - Total payments 13,783 Net of receipts/(payments) 5,643 A5 Transfers between funds - A6 Cash funds last year end 5,077 Cash funds this year end 10,720 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 10,061 - - - - - - - 10,061 - - - 10,061 11,311 2,472 - - - - - - - 13,783 - - - 13,783 5,643 - 5,077 10,720 |
Last year to the nearest £ |
| - - - - - - - - - |
10,061 | 10,895 | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 10,061 | 10,895 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 10,061 | 10,895 | ||
| - - - - - - - - - - |
11,311 | - | ||
| 2,472 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 13,783 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 13,783 | - | ||
| - | - - - - |
5,643 | 10,895 | |
| - | - | - | ||
| - | 5,077 | - | ||
| - | 10,720 | 10,895 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - 10,720 - to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| - | |||
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| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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